+1,421.8%
IBKR vs SUI
+1,020.5%
+401.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.3% |
| 7D | +0.6% | -3.1% | +3.8% | +1.8% |
| 30D | +3.7% | -2.3% | +6.0% | +4.5% |
| 3M | +4.2% | -2.8% | +7.1% | +4.7% |
| 6M | +36.6% | -12.4% | +49.0% | +42.1% |
| YTD | +41.9% | -3.3% | +45.2% | +42.3% |
| 1Y | +49.5% | -5.8% | +55.3% | +51.0% |
| 3Y | +291.3% | +12.5% | +278.8% | +260.1% |
| 5Y | +492.7% | -32.9% | +525.5% | +552.3% |
| 10Y | +994.0% | +104.4% | +889.6% | +645.5% |
| All | +1,421.8% | +1,020.5% | +401.4% | +289.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling